Exactly how to choose an order management system (OMS). Discover more.

Selecting a new Order Monitoring System (συστημα παραγγελιοληψιασ) is probably simply among a million things on your mind right now. You just desire a fast remedy to end all your order monitoring issues so you can relocate onto the following task however it is essential that you don’t rush it. The very best thing you can do for your organization now is to take your time with this decision.

It’s simple to leap directly right into conversations with suppliers and prior to you understand it you have actually enrolled in something that doesn’t also do what you require.

So, before you hurry right into calling suppliers, take some time to consider what you want from your order management system. Count on us, investing a little bit of time currently will certainly conserve you a great deal of money and frustrations in the future.

Points to take into consideration:


Is refining an order an easy job or is it intricate with great deals of various people, departments and 3rd parties involved?

Thinking of what your procedures appear like and recording how orders flow through your organization is a fantastic way to exercise what you require an Order Management system to do.

This will certainly after that make it less complicated to discuss to vendors the means you run and what you require to be able to do in your brand-new system.

Don’t stress if you’re not 100% certain about this as its just a beginning point. At CaseBlocks, we collaborate with out clients to define their procedures and create an option that benefits them.

Suggestion: Get people from various roles and divisions to offer their view on exactly how orders are processed. Everyone will certainly have a different viewpoint and experience to produce a more thorough discussion.


Each OMS will certainly have a different checklist of attributes for handling orders. Some may only have a few functions to get you up and running while others will have a whole library so it is necessary that you have an approximation of what you want.

Prior to you start considering systems, attempt listing all the things that you want to have the ability to do, noting what capacities are bargain breakers and which would be nice to have. As soon as you have your checklist, take a look at some remedies and see if there’s any type of you missed out on. Below’s a quick link to several of our Order Monitoring attributes.

This will aid you develop a shortlist of suppliers that fulfill your requirements and remove those which can’t.

Currently you have your shortlist it’s time to set up some demonstrations.

Idea: If there’s a specific firm that you ‘d like to deal with yet their system doesn’t tick all packages, attempt asking if they would be able to add what you need. Firms typically concern us with pointers and ask for brand-new functions and we’re greater than pleased to suit them.


If the answer is of course, after that make a note of all the systems that you desire your OMS to integrate with. This makes it easy to contact vendors if it’s possible to do, remember that the more combinations you require, the greater the cost is most likely to be.

Don’t get distracted by the number of combinations readily available due to the fact that you’ll most likely never make use of the majority of them. Instead, try to concentrate on suppliers who can incorporate with the options that you presently utilize or prepare to in future.

Suggestion: Even if the integration isn’t detailed on the site doesn’t suggest it’s not possible. Attempt shooting a quick e-mail or pick up the phone and inquire, they’ll be greater than happy to assist you out.


Your Order Management system will certainly play an important role in the success of your company so while low-cost options might be tempting, it is worthwhile taking into consideration more pricey options that can be set up to match your process.

The price of an Order Management System will vary from vendor to supplier so see to it you have a budget plan in mind. Take into consideration just how much you ‘d preferably such as to spend and the outright maximum amount you agree to pay.

It is very important to be reasonable when establishing your spending plan and remember that there might be configuration charges. The rate will certainly usually be influenced by the complexity of the system, the number of combinations and individuals, and job timescales.

So, if you’re looking for an intricate system with lots of combinations within a number of weeks then prepare to pay a substantial amount.


Think about exactly how often your order administration procedures advance. If they are inflexible and not likely to transform then adaptability might not be a huge issue.

On the other hand, if your procedures are consistently altering to incorporate the current modern technology or react to a competitor after that versatility will be essential for your organization.

If you require a flexible order monitoring system after that try to find out exactly how very easy it is to make changes and if these can be made by yourself as some vendors will bill a cost.

Our order management system is extremely versatile and permits you to develop custom solutions and modify them rapidly and conveniently. Changes can after that be turned out quickly to all brand-new orders and can likewise be put on historic orders in your system.


If you don’t know currently, figure out the requirements of your existing computers and equipment. It is necessary to understand this to make sure that vendors can recommend whether their software will work with your present setup.

This can assist whittle down your supplier shortlist by eliminating those that will not function.

However, if you’re intending to buy all new equipment or upgrade current set after that make certain you get suppliers to supply accurate requirements of what you will require.

Cloud-based options like CaseBlocks are wonderful as they are accessed via your internet browser rather than mounted on your desktop so all you actually require to worry about is having a net link.


Think about the workers that will be using the order administration system daily. Are they familiar with computer systems or are they used to paper-based processes? Do they have any kind of technical abilities? How high is the discovering curve with the new software? Do you require to work with workers with various skills?

While some order administration systems only require some basic training, others may need customers have some technical skills or participate in an in-depth training program. It is very important to consider your team’s existing abilities and the amount of time and money you intend to invest in training.

Implementing an extremely complicated system can lead to a reduced fostering price, bad spirits and enhanced blunders if personnel aren’t comfy with it, however, although an easier system might be much more productive initially it might not be able to do every little thing you require in the future so it is very important to consider the trade-offs between systems.